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Financial Associate Jobs in Edmond, OK (NOW HIRING)

Dobson Fiber

Senior Financial Analyst FP&A

Oklahoma City, OK · On-site

$69K - $87K/yr

SUMMARY The Senior Analyst, Financial Planning & Analysis (FP&A) supports the Director of FP&A in month-end close activities, financial and operational reporting, and analysis. This role is primarily ...

MidFirst Bank

Financial Audit Analyst

Oklahoma City, OK · On-site

The Financial Audit Analyst role manages the Sales Leadership Program audit function from data aggregation through review and reporting to monthly presentations to Personal Banking senior leadership ...

RPOA Advisors Inc

Client Service Associate

Oklahoma City, OK · On-site

$13.50 - $18.50/hr

The firm's financial advisors work with pre-retirees and retirees, offering financial planning ... The Associate will be relied upon for both professional and personal support in a fast-paced ...

Vision Bank

Loan Associate

Shawnee, OK · On-site

Loan Associate Job Summary The Loan Associate is responsible for a variety of secretarial and ... Identify and report risks that could impede the reputation, safety, security, or financial success ...

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Financial Associate information

See Edmond, OK salary details

$27.6K

$63.6K

$124.7K

How much do financial associate jobs pay per year?

As of Aug 11, 2026, the average yearly pay for financial associate in Edmond, OK is $63,580.00, according to ZipRecruiter salary data. Most workers in this role earn between $45,200.00 and $69,600.00 per year, depending on experience, location, and employer.

What is a financial associate?

A financial associate is a professional who supports financial planning, analysis, and management within organizations. They often handle tasks such as preparing reports, analyzing financial data, and assisting with budgeting, typically requiring knowledge of financial software and strong analytical skills.

What does a financial associate do?

A financial associate supports financial operations by analyzing data, preparing reports, and assisting with budgeting and investment activities. They often use financial software and require strong analytical skills, with some roles needing relevant certifications or degrees in finance or accounting.

What are the key skills and qualifications needed to thrive as a financial associate?

To thrive as a Financial Associate, you need strong analytical skills, attention to detail, and a foundational understanding of finance or accounting, often backed by a relevant degree. Familiarity with financial modeling tools, spreadsheets, and enterprise resource planning (ERP) systems such as SAP or Oracle is typically required, and certifications like CFA or CPA are advantageous. Excellent communication, problem-solving abilities, and teamwork are soft skills that help you excel in this role. These skills are crucial for ensuring accurate financial analysis, effective reporting, and successful collaboration within financial teams and with clients.

What is the difference between Financial Associate vs Financial Analyst?

AspectFinancial AssociateFinancial Analyst
Required CredentialsBachelor's degree in finance, accounting, or related field; certifications like CFA or CPA are a plusBachelor's degree in finance, economics, or related; often requires CFA or similar certifications
Work EnvironmentBanking, investment firms, corporate finance departmentsInvestment firms, banks, corporate finance, consulting
Employer & Industry UsageCommonly employed in financial services, banking, and corporate financeUsed in investment analysis, asset management, and corporate strategy

Financial Associates typically handle client accounts, support financial transactions, and assist with reporting. Financial Analysts focus on analyzing financial data, preparing reports, and providing investment recommendations. While both roles require similar credentials and work in related environments, Financial Analysts tend to have a stronger emphasis on data analysis and strategic insights.

What are some common challenges financial associates face when managing multiple client portfolios?

Financial Associates often juggle multiple client accounts, each with unique goals and risk profiles. A common challenge is staying organized and ensuring timely communication, especially during periods of market volatility. Prioritizing tasks, leveraging financial management software, and maintaining strong attention to detail are essential for meeting client expectations and regulatory requirements. Collaborating closely with senior advisors and support teams can also help manage workload and deliver high-quality service.
What are the most commonly searched types of Financial jobs in Edmond, OK? The most popular types of Financial jobs in Edmond, OK are:
What job categories do people searching Financial Associate jobs in Edmond, OK look for? The top searched job categories for Financial Associate jobs in Edmond, OK are:
What cities near Edmond, OK are hiring for Financial Associate jobs? Cities near Edmond, OK with the most Financial Associate job openings:
Financial Associate jobs near you

Financial Improvement Analyst

OU Health

Oklahoma City, OK • On-site

Full-time

Medical, Dental, Retirement, PTO

Re-posted 27 days ago

OU Health rating

7.2

Company rating: 7.2 out of 10

Based on 149 frontline employees who took The Breakroom Quiz

349th of 887 rated healthcare providers

Job description

Position Title:
Financial Improvement Analyst
Department:
Financial Services
Job Description:
General Description
Under minimal supervision, The Accountant possesses knowledge of accounting processes and controls. They are responsible for reviewing and analyzing activity within assigned ledger accounts while ensuring that they are accurately presented in the OUH Financial Reports. The Accountant will identify inconsistent or inaccurate data and proactively take steps to resolve errors or escalate to the appropriate parties. The Accountant will be responsible for creating journal entries and preparing reconciliations on Balance Sheet accounts.
Essential Job Duties
Responsibilities listed in this section are core to the position. Inability to perform these responsibilities, with or without an accommodation, may result in disqualification from the position.
  • Confidentiality:
    • Maintain a high degree of confidentiality and refrain from disclosing any personal information of employees or patients.
    • Access to sensitive employee or patient data should be restricted solely to the information necessary for validating the integrity of OUH financial statements.
  • Ledger Analysis:
    • Monitor activity recorded in assigned ledgers to ensure completeness.
    • Detect and address any inconsistent or inaccurate data, taking proactive measures to resolve discrepancies.
    • Identify missing entries and generate accrual entries as needed.
    • Prepare monthly trend analysis for assigned ledgers.
    • Provide explanations for fluctuations in monthly trended activity.
    • Explain variances between actual results and budgeted amounts.
    • Attest to the accuracy of assigned ledger activity and balances within the OU Health financials.
  • Journal Entries:
    • Prepare and review journal entries as required to maintain the accuracy and completeness of OUH financial records.
    • Provide thorough, clear, and relevant supporting documentation with each entry.
  • Reconciliations:
    • Prepare and review monthly balance sheet reconciliations for designated ledger accounts.
    • Demonstrate comprehensive knowledge of assigned balance sheet accounts.
    • Ensure all ledger balances are accurately validated and appropriately supported.

General Job Duties
  • Performs other duties as assigned

Minimum Requirements
Education Bachelor's: Degree required.
Experience: At least 3 years of financial analysis required.
Certification/License/Registration: None
Knowledge, Skills & Abilities
  • Demonstrate ownership of assigned ledgers by obtaining a comprehensive understanding of the account while confidently serving as the Subject Matter Expert for their area(s) of responsibility.
  • Possess strong analytical skills with the ability to recognize errors or inconsistent data within assigned ledgers.
  • Produce high quality work with exceptional attention to detail and accuracy.
  • Exhibit solid critical thinking skills with the desire to seek out root causes of errors. Propose and work toward implementing solutions.
  • Self-Starter with the ability to work with minimal supervision. Use time efficiently and effectively while seeking guidance when necessary.
  • Actively creates useful reports that present data in a meaningful way to assist in analysis and decision making
  • Consistently evaluates processes and procedures to identify and resolve weaknesses or inefficiencies.
  • Confidently interacts with all levels of OUH Finance leadership by articulating clearly and professionally in both written and verbal forms.
  • Seeks opportunities to collaborate with cross-functional departments to build strong and effective working relationships.

Current OU Health Employees - Please click HERE to login.
OU Health is an equal opportunity employer. We offer a comprehensive benefits package, including PTO, 401(k), medical and dental plans, and many more. We know that a total benefits and compensation package, designed to meet your specific needs both inside and outside of the work environment, create peace of mind for you and your family.

What OU Health employees say

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About OU Health

Sourced by ZipRecruiter

OU Health is a leading company in the healthcare industry, based in Oklahoma City, OK, US. As the state's only comprehensive academic health system, OU Health provides a full spectrum of medical care, from world-class cancer treatments to life-saving emergency care. Founded with a mission to advance healthcare, medical education, and research across the state, the company has a solid reputation for clinical excellence and a patient-centered approach. Upholding its core values of compassion, integrity, and innovation, OU Health has remarkably made a significant contribution to medical research and education and raised the standard of care across a broad range of specialties.

Industry

Hospitals

Company size

10,000+ Employees

Headquarters location

Oklahoma City, OK, US

Year founded

2020

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